Wise Planning, Inc.
● SEC registered since 2019CRD 123821SEC# 801-114999
Reg. AUM
$610.3M
Employees
6
Accounts
805
Location
—
About Wise Planning
Wise Planning is a fee-only financial planning firm focused on helping clients gain peace of mind by controlling what they can. Advisors guide evolving financial decisions and everyday money choices.
Summary based on the firm’s website.
Wise Planning, Inc. assets under management
Wise Planning, Inc. is an investment advisory firm registered with the SEC. The firm has been registered since 2019. It reports $610.3 million in regulatory assets under management and employs 6 people.
Wise Planning, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Deborah Rose Wise Control | President And Chief Compliance Officer | Over 75% | 2005 |
| Robert Joseph Fairbrook | Vice President | Under 5% | 2014 |
Frequently asked questions
How much does Wise Planning, Inc. manage?
Wise Planning, Inc. reports $610.3 million in regulatory assets under management on its Form ADV.
How many employees does Wise Planning, Inc. have?
Wise Planning, Inc. reports 6 employees.
Does Wise Planning, Inc. disclose fund performance?
Wise Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 847-834-9473 |
| Fax | 312-577-0403 |
| Office hours | By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$610.3M▲ 31%
Jan '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,369 advisers
EmployeesTop 56%
More than 44% of 16,804 advisers
Assets under management
$610.3Mregulatory AUM
Discretionary $0Non-discretionary $610.3M